Preparing to Generate a Letter or Document

Generating letters and documents through infoodle is easy and the steps are similar to email and text.

From the Contact screen click the Letter tab and follow these steps:

1. Prepare your list of People to send to

Choose your individuals and/or groups to receive the letter. You may wish to select the one per household so even while both Jan and Linsay Armstrong are selected in the list only one letter will be generated.
When selecting this option you will want to select a Combined personalisation (see step 2 below).

You are able to de-select a person in the list by clicking in the box to the left of their name.

2. Add Content

Personalisations

You may want to add more personalisations to a letter such as the receivers address, the date and have the greeting as combined names. These are found under the Personalisation heading on the right of the main body. If you wish to address a combined household using a personalisation, then click here for more information.

Other personalisations that can be added into letters are person and household custom fields.

If you have the finance package this is also where you would generate Receipts and there is a tab specifically for receipts.

Template

You are able to save templates here, once you have created the content of the letter, add a template name below the main body and save.

To select a template, click on the template dropdown.

Campaign
You are able to link a letter to a particular campaign in order to track the campaign.

Margins and Paper size

The margins can be adjusted to fit your letter head etc. in the Administration area under System Settings and Letters.
There is a standard list of paper sizes in the drop down list.

Tool bar

The tool bar has tools to help you set out your letter and insert tables and images, etc.

3. Select who has visibility in a person's history

Select who will be able to see the generated document from a receivers history tab.

• Just yourself.
• A particular group, members who are full member or administrator and have permission in their role.
• Anyone, who has permission in their role to see generated documents others have sent.

4. Generate

You may first want to print a test letter. Once you have clicked on test, Show generated document will appear on the right of the All box. Click on this and a new tab will open on your desktop with a number and doc.pdf:

Click on this to show the document/letter.

You will now be able to print in your normal way.

To print all letters, Click on All, then click on Show generated document and then go to print.

Sort order

You are able to force the printing by Name, Postcode or Household.

All your letters are now printed, you just need to print the Address Labels.